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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,283 | $106,008-93.1% | $92,240-92.1% | $147,586-95.1% |
| Participation rate | 56.5% | 80.4%-23.9pp | 76.5%-20.0pp | 82.8%-26.3pp |
| Annual return | 8.61% | 50.05%-41.4pp | 176.29%-167.7pp | 578.59%-570.0pp |
| Employer contribution / active EE | $1,443 | $4,333-66.7% | $3,680-60.8% | $4,876-70.4% |
| Participant deferral / active EE | $2,207 | $4,478-50.7% | $3,897-43.4% | $5,439-59.4% |
| Admin fee / account holder | $658 | $6,333-89.6% | $5,194-87.3% | $10,886-94.0% |